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Invesco QQQ Trust

Name Holding Trade Value Shares
Change
Change in
Stake
DWA
751
Dougherty Wealth Advisers
Minnesota
$15.9M +$9.94M +16,193 +168%
RWM
752
Refined Wealth Management
Utah
$15.7M +$708K +1,153 +5%
BBFA
753
Brindle & Bay Financial Advisors
Texas
$15.7M +$15.7M +25,599 New
FHA
754
Flagship Harbor Advisors
Massachusetts
$15.7M +$6.31M +10,278 +67%
CA
755
Continuum Advisory
Idaho
$15.7M -$466K -760 -3%
PWW
756
Pettyjohn Wood & White
Virginia
$15.7M +$503K +819 +3%
WesBanco Bank
757
WesBanco Bank
West Virginia
$15.7M +$528K +860 +3%
LWM
758
LJI Wealth Management
Indiana
$15.6M -$30.1K -49 -0.2%
BWM
759
Buska Wealth Management
Wisconsin
$15.6M -$4.36M -7,109 -22%
FI
760
Financial Insights
Washington
$15.6M +$344K +561 +2%
RWA Wealth Partners
761
RWA Wealth Partners
Massachusetts
$15.6M -$25.6M -41,741 -62%
National Philanthropic Trust
762
National Philanthropic Trust
Pennsylvania
$15.6M +$5.12M +8,345 +49%
IF
763
Integrity Financial
Wyoming
$15.6M -$1.17M -1,907 -7%
Union Bancaire Privee
764
Union Bancaire Privee
Switzerland
$15.5M +$1.53M +2,501 +11%
CA
765
Claro Advisors
Massachusetts
$15.5M +$299K +488 +2%
IIA
766
Integral Investment Advisors
California
$15.5M -$139K -226 -0.9%
ECM
767
Ebert Capital Management
California
$15.4M +$15.2M +24,799 New
PI
768
Pachira Investments
California
$15.4M +$3.19M +5,195 +26%
GL
769
Gerber LLC
Ohio
$15.3M -$229K -374 -1%
MC
770
Moors & Cabot
Massachusetts
$15.2M +$766K +1,248 +5%
FFL
771
Financial Freedom LLC
Ohio
$15.2M -$325K -529 -2%
Choate Investment Advisors
772
Choate Investment Advisors
Massachusetts
$15.2M -$191K -312 -1%
Central Trust Company
773
Central Trust Company
Missouri
$15.2M +$656K +1,069 +5%
LFA
774
Legend Financial Advisors
Pennsylvania
$15.2M +$63.2K +103 +0.4%
RWM
775
Rezny Wealth Management
Florida
$15.2M +$1.42M +2,321 +10%